Institutional shares held 20 Million
0 calls
0 puts
Total value of holdings $1.01B
$0 calls
$0 puts
# of Institutions 236


Latest Institutional Activity in MLPA

Top Purchases

Q1 2025
Demars Financial Group, LLC Shares Held: 609K ($30.8M)
Q1 2025
Jaffetilchin Investment Partners, LLC Shares Held: 225K ($11.4M)
Q1 2025
Capital Advisors Wealth Management, LLC Shares Held: 130K ($6.61M)
Q1 2025
Tradewinds Capital Management, LLC Shares Held: 57.8K ($2.93M)
Q1 2025
Charles Schwab Trust CO Shares Held: 32.6K ($1.65M)

Top Sells

Q1 2025
Principia Wealth Advisory, LLC Shares Held: 32.4K ($1.64M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 20K ($1.01M)
Q1 2025
Whalen Wealth Management Inc. Shares Held: 44.9K ($2.27M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 478K ($24.2M)
Q1 2025
Future Financial Wealth Managment LLC Shares Held: 14K ($711K)

About MLPA

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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